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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Meridian glacier
- Established Date
- 09-14-2007
- Office Locations
- 2
Office Locations
About Diversified Capital Group
Diversified Capital Group is a Granite Bay, CA registered investment adviser providing investment management and goals-based planning. The firm helps clients define objectives, evaluate options, implement recommendations, execute asset-allocation and tax strategies, and monitor progress over time. Portfolios commonly use ETFs and investment-grade corporate bonds, and the team also supports insurance and business-succession planning for entrepreneurs.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
PAUL JEFFERY LAUGHTON
Chief Compliance Officer, MANAGING PRINCIPAL, Project Manager
- CRD
- #2765926
- Ownership
- 75% or more
Nicholas Charles Laughton
Managing Member
- CRD
- #7620845
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,845,702 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,845,702 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,845,702
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $993,128,846 | 12.2% |
| Cash | $2,971,246,139 | 36.5% |
| Corporate - Investment Grade | $1,033,830,848 | 12.7% |
| U.S. Government/Agency | $3,142,194,548 | 38.6% |
| Total | $8,140,400,381 | 100.0% |